Robert Emmer CFP®

Financial Advisor



Professional Experience

After working for IBM, he discovered he had an interest in finances and sales and started working for a financial planning and investment firm. There he built a solid foundation in the profession.  After working for a small boutique firm in San Francisco, he moved on to work for Associated Securities Corporation where he worked for 22 years.

Robert has learned to be very patient and help people through very emotional situations. He has also taught financial planning classes at University of California Berkeley Extension for 10 years. That ability to teach classes helped to sharpen his skills and handle tough questions from clients.

Education and Background

Robert is a CERTIFIED FINANCIAL PLANNER ™, providing professional financial planning services. To earn the CFP® designation, Robert completed an approved educational program, pass a rigorous examination and met stringent experience requirements. Robert also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

  • Ohio Northern University BA 1966
  • Golden Gate University MBA 1977
  • CFP® 1984
  • University of California Berkeley Extension 1997 – 2007 taught Financial Planning classes

Personal Information

Robert's son Chad, and daughter Candace, live in San Rafael, CA. Robert and his children are devoted fans of baseball and basketball and attend several games each year. He has a love for swimming and enjoys biking along the paths of San Francisco Bay, as often as four to five times a week. He still enjoys playing golf and continues to search for more time to play. Robert supports two girls who attend San Francisco City Academy.